Avion Wealth’s MGE Energy Inc MGEE Stock Holding History

Avion Wealth’s Portfolio MGEE Stock Details MGEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7	Closed	-$1K	–	1193
2023 Q4	$1K	Sell	7 -1	-13%	-$72	﹤0.01%	870
2023 Q3	$0	Buy	+8	New	+$607	﹤0.01%	1046

Other funds holding MGEE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avion Wealth's MGEE Position: Q1 2024 in Review

Avion Wealth sold out of MGE Energy Inc (MGEE) in Q1 2024, closing a stake of 7 shares — an estimated $1K sold.

Avion Wealth first reported a position in MGEE in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q4 2023. 227 funds tracked by Wall St. Rank hold MGEE as of Q1 2024.

Avion Wealth reported no remaining MGE Energy Inc position as of Q1 2024 after selling out during the quarter.
Avion Wealth sold 7 MGE Energy Inc shares in Q1 2024, an estimated $1K.
Avion Wealth first reported a position in MGE Energy Inc in Q3 2023 and held it in 2 quarters.
Avion Wealth's MGE Energy Inc position peaked at $1K in Q4 2023.
227 funds tracked by Wall St. Rank held MGE Energy Inc as of Q1 2024.

Based on Avion Wealth's 13F filing for Q1 2024, filed 3 May 2024.